Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,046 | $31,679-71.4% | $74,723-87.9% | $65,186-86.1% |
| Participation rate | 43.5% | 40.4%+3.1pp | 54.5%-11.0pp | 70.2%-26.7pp |
| Annual return | 23.25% | 39.04%-15.8pp | 753.18%-729.9pp | 29.39%-6.1pp |
| Employer contribution / active EE | $908 | $566+60.5% | $1,084-16.2% | $2,177-58.3% |
| Participant deferral / active EE | $1,151 | $1,191-3.4% | $1,962-41.3% | $3,514-67.3% |
| Admin fee / account holder | $180 | $379-52.6% | $3,335-94.6% | $847-78.8% |